Is the ‘Magnificent 7’ Just the 2000 Dot-Com Bubble All Over Again?

Unpacking the tech titans

To view this email as a web page, go here.

To view this email as a web page, go here.

Is the ‘Magnificent 7’ Just the 2000 Dot-Com Bubble All Over Again?   Hey, Graham Lindman here… In the world of tech, history often serves as a guide, not just for understanding past market behavior but for forecasting the future.  A recent graphic from Visual Capitalist makes a striking comparison between today’s tech giants — often dubbed the "Magnificent 7" — and the leaders of the 2000 tech bubble.  The side-by-side showcases just how different the landscape is now, suggesting that current market leaders like Microsoft (MSFT), Nvidia (NVDA), Amazon (AMZN), Google parent Alphabet (GOOG; GOOGL), Meta Platforms (META) and Tesla (TSLA) are on much sturdier ground than their predecessors two decades ago...   The data reveals a significant shift in market structure and health: Today’s leaders hold a smaller percentage of U.S. market cap overall, boast healthier cash reserves relative to their size, and generally exhibit more robust profit margins.  Notably, Nvidia and Meta stand out with high net profit margins, indicating efficient operations and strong market positions. This morning’s Core PCE Price Index report brought additional good news, showing a better-than-expected figure at 0.1% month-over-month, suggesting that inflation might be cooling more than expected.  This aligns well with expectations of a possible 50-point rate cut by the Fed next month, which could further bolster market optimism. So, what does all this mean for investors and market watchers?  It’s a signal that unlike the 2000 dot-com bubble, which was marked by excessive valuations and weak financial foundations, today’s tech leaders are not just surviving — they are thriving.  They’re well-capitalized, integrated into global economies, and less likely to be on shaky ground should market dynamics shift.  This doesn’t mean the road ahead will be without bumps, but maybe the tech sector is better equipped to handle them than ever before. I hope everyone is enjoying their weekend and escaped that nasty storm relatively unscathed.  We’ll be back at it on Monday with my weekly picks! P.S. Have a question or something you’d like me to cover in a future newsletter or event? Just reply to this email! _______________________________________________ Hedge Fund’s Favorite Trading Tool EXPOSED  Ever had that sinking feeling when a stock moves against you? We’ve all been there more times than we care to admit…  But our good friend Roger Scott has taken it upon himself to change that. After 30 years in the markets, Roger thought he'd seen it all.  But what he stumbled upon a couple of months ago left me stunted… Picture this… You placed a trade on Amazon, and 48 hours later and you’re up 90%. And the surprising part is… you would've profited even if Amazon stock were to tank. It's all thanks to what he calls the “Win-both-Ways Trade.” Granted, there would have been smaller wins and those that did not work out, and we cannot promise future returns or against losses, but as far as we know, it's the only type of trade that lets you target massive gains without needing to worry if stocks soar or tank…  The best part? It's nothing like those complicated butterfly spreads or iron condors you might've heard about. With that much potential, it's no surprise the world's biggest hedge funds use it for nearly ONE-THIRD of their trades.   See Exactly How It Works Here The profits and performance shown are not typical, we make no future earnings claims, and you may lose money. The trades expressed are from historical data in order to demonstrate the potential of the new system. Graham Lindman Graham Lindman Trading Follow along and join the conversation for real-time analysis, trade ideas, market insights and more! Telegram: https://t.me/+abM5RWRJKrpkNWI5 Also check out my website at: https://grahamlindman.com/!  *This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk. Disclaimer: The material in this document is for informational purposes based on our proprietary research. It is not an offering, specific recommendation, or a solicitation of an offer to buy or sell any securities mentioned or discussed herein.  Any performance results discussed herein represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.  Due to the timing of information presented, any investment performance reflected within this document may be adjusted after the publication and distribution of this material. There can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this communication will be profitable, be equal to any corresponding indicated historical performance levels or be suitable for your portfolio.  Any investment results set forth in this document are not net of expenses and execution costs, nor do they account for other relevant trading or investment fees. Please visit thetradingpub.com/terms-of-service/ for our full Terms and Conditions. _______________________________________________

Is the ‘Magnificent 7’ Just the 2000 Dot-Com Bubble All Over Again?   Hey, Graham Lindman here…   In the world of tech, history often serves as a guide, not just for understanding past market behavior but for forecasting the future.    A recent graphic from Visual Capitalist makes a striking comparison between today’s tech giants — often dubbed the "Magnificent 7" — and the leaders of the 2000 tech bubble.    The side-by-side showcases just how different the landscape is now, suggesting that current market leaders like Microsoft (MSFT), Nvidia (NVDA), Amazon (AMZN), Google parent Alphabet (GOOG; GOOGL), Meta Platforms (META) and Tesla (TSLA) are on much sturdier ground than their predecessors two decades ago...   The data reveals a significant shift in market structure and health: Today’s leaders hold a smaller percentage of U.S. market cap overall, boast healthier cash reserves relative to their size, and generally exhibit more robust profit margins.    Notably, Nvidia and Meta stand out with high net profit margins, indicating efficient operations and strong market positions.   This morning’s Core PCE Price Index report brought additional good news, showing a better-than-expected figure at 0.1% month-over-month, suggesting that inflation might be cooling more than expected.    This aligns well with expectations of a possible 50-point rate cut by the Fed next month, which could further bolster market optimism.   So, what does all this mean for investors and market watchers?    It’s a signal that unlike the 2000 dot-com bubble, which was marked by excessive valuations and weak financial foundations, today’s tech leaders are not just surviving — they are thriving.    They’re well-capitalized, integrated into global economies, and less likely to be on shaky ground should market dynamics shift.    This doesn’t mean the road ahead will be without bumps, but maybe the tech sector is better equipped to handle them than ever before.   I hope everyone is enjoying their weekend and escaped that nasty storm relatively unscathed.    We’ll be back at it on Monday with my weekly picks!   P.S. Have a question or something you’d like me to cover in a future newsletter or event? Just reply to this email! _______________________________________________ Hedge Fund’s Favorite Trading Tool EXPOSED   Ever had that sinking feeling when a stock moves against you? We’ve all been there more times than we care to admit…    But our good friend Roger Scott has taken it upon himself to change that.   After 30 years in the markets, Roger thought he'd seen it all.    But what he stumbled upon a couple of months ago left me stunted…   Picture this… You placed a trade on Amazon, and 48 hours later and you’re up 90%.   And the surprising part is… you would've profited even if Amazon stock were to tank.   It's all thanks to what he calls the “Win-both-Ways Trade.”   Granted, there would have been smaller wins and those that did not work out, and we cannot promise future returns or against losses, but as far as we know, it's the only type of trade that lets you target massive gains without needing to worry if stocks soar or tank…    The best part?   It's nothing like those complicated butterfly spreads or iron condors you might've heard about.   With that much potential, it's no surprise the world's biggest hedge funds use it for nearly ONE-THIRD of their trades.   See Exactly How It Works Here The profits and performance shown are not typical, we make no future earnings claims, and you may lose money. The trades expressed are from historical data in order to demonstrate the potential of the new system. Graham Lindman Graham Lindman Trading   Follow along and join the conversation for real-time analysis, trade ideas, market insights and more!   Telegram: https://t.me/+abM5RWRJKrpkNWI5   Also check out my website at: https://grahamlindman.com/!    *This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.   Disclaimer:   The material in this document is for informational purposes based on our proprietary research. It is not an offering, specific recommendation, or a solicitation of an offer to buy or sell any securities mentioned or discussed herein.    Any performance results discussed herein represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.    Due to the timing of information presented, any investment performance reflected within this document may be adjusted after the publication and distribution of this material. There can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this communication will be profitable, be equal to any corresponding indicated historical performance levels or be suitable for your portfolio.    Any investment results set forth in this document are not net of expenses and execution costs, nor do they account for other relevant trading or investment fees. Please visit thetradingpub.com/terms-of-service/ for our full Terms and Conditions. _______________________________________________

ABOUT US:  We believe that the opportunity for financial literacy and freedom belongs to all people, not just those who already have years of investing experience. Prosperity Pub provides an array of educational services and products that will help you navigate the markets and become a better investor. Trading is made simple through our online forum full of trading techniques to give you the best tools to kick-start your investing journey. We offer collaborative webinars and training; we love to teach. No matter the opportunity, we bring together a strong community of like-minded traders to focus on analyzing market news as it’s presented each day. DISCLAIMER: FOR INFORMATION PURPOSES ONLY. The materials presented from Prosperity Pub are for your informational purposes only. Neither Prosperity Pub nor its employees offer investment, legal or tax advice of any kind, and the analysis displayed with various tools does not constitute investment, legal or tax advice and should not be interpreted as such. Using the data and analysis contained in the materials for reasons other than the informational purposes intended is at the user’s own risk. DISCLAIMER: TRADE AT YOUR OWN RISK; TRADING INVOLVES RISK OF LOSS; SEEK PROFESSIONAL ADVICE. Prosperity Pub is not responsible for any losses that may occur from transactions effected based upon information or analysis contained in the presented. To the extent that you make use of the concepts with the presentation material, you are solely responsible for the applicable trading or investment decision. Trading activity, including options transactions, can involve the risk of loss, so use caution when entering any option transaction. You trade at your own risk, and it is recommended you consult with a financial advisor for investment, legal or tax advice relating to options transactions.  Please visit https://prosperitypub.com/terms-conditions/ for our full Terms and Conditions. Unsubscribe This email was sent to stevenmagallanes520.nims@blogger.com by Prosperity Pub 101 Marketside Ave, Suite 404 PMB 318, Ponte Vedra, Florida 32081, United States Prosperity Pub

ABOUT US:  We believe that the opportunity for financial literacy and freedom belongs to all people, not just those who already have years of investing experience. Prosperity Pub provides an array of educational services and products that will help you navigate the markets and become a better investor. Trading is made simple through our online forum full of trading techniques to give you the best tools to kick-start your investing journey. We offer collaborative webinars and training; we love to teach. No matter the opportunity, we bring together a strong community of like-minded traders to focus on analyzing market news as it’s presented each day.   DISCLAIMER: FOR INFORMATION PURPOSES ONLY. The materials presented from Prosperity Pub are for your informational purposes only. Neither Prosperity Pub nor its employees offer investment, legal or tax advice of any kind, and the analysis displayed with various tools does not constitute investment, legal or tax advice and should not be interpreted as such. Using the data and analysis contained in the materials for reasons other than the informational purposes intended is at the user’s own risk.   DISCLAIMER: TRADE AT YOUR OWN RISK; TRADING INVOLVES RISK OF LOSS; SEEK PROFESSIONAL ADVICE. Prosperity Pub is not responsible for any losses that may occur from transactions effected based upon information or analysis contained in the presented. To the extent that you make use of the concepts with the presentation material, you are solely responsible for the applicable trading or investment decision. Trading activity, including options transactions, can involve the risk of loss, so use caution when entering any option transaction. You trade at your own risk, and it is recommended you consult with a financial advisor for investment, legal or tax advice relating to options transactions.  Please visit https://prosperitypub.com/terms-conditions/?mobile=1 for our full Terms and Conditions.   Unsubscribe This email was sent to stevenmagallanes520.nims@blogger.com by Prosperity Pub 101 Marketside Ave, Suite 404 PMB 318, Ponte Vedra, Florida 32081, United States Prosperity Pub